See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,529 | $183,519-61.6% | $155,509-54.6% | $145,922-51.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.98% | 61.17%-56.2pp | 64.67%-59.7pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,836 | $5,313-65.4% | $4,672-60.7% | $4,660-60.6% |
| Participant deferral / active EE | $3,942 | $6,462-39.0% | $5,626-29.9% | $6,688-41.1% |
| Admin fee / account holder | $141,678 | $19,313+633.6% | $15,912+790.4% | $13,397+957.5% |